On-site & Remote

Showing 8 jobs
Personal Capital

Wealth Solutions Advisor

USD 70k-92,500 / year

13 days
401k
Analytics
Banking
Finance
Finance
Financial Advice
Financial Data
Financial Management
Financial Planning
Financial Services
Financial Software
Fintech
Investment Management
Other Financial Services
Personal Finance
Platform
Portfolio Management
Registered Investment Advisor
Robo Advisor
Technology
Wealth Management
Mid-Senior Level
Personal Capital

Senior Director, Front Office Advice & Guidance

USD 138k-200,100 / year

1 month
401k
Analytics
Banking
Finance
Finance
Financial Advice
Financial Data
Financial Management
Financial Planning
Financial Services
Financial Software
Fintech
Investment Management
Other Financial Services
Personal Finance
Platform
Portfolio Management
Registered Investment Advisor
Robo Advisor
Technology
Wealth Management
Director
Personal Capital

Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region

USD 104,800-148,075 / year

1 month
401k
Analytics
Banking
Finance
Finance
Financial Advice
Financial Data
Financial Management
Financial Planning
Financial Services
Financial Software
Fintech
Investment Management
Other Financial Services
Personal Finance
Platform
Portfolio Management
Registered Investment Advisor
Robo Advisor
Technology
Wealth Management
Senior
Personal Capital

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area

USD 136,800-198,375 / year

1 month
401k
Analytics
Banking
Finance
Finance
Financial Advice
Financial Data
Financial Management
Financial Planning
Financial Services
Financial Software
Fintech
Investment Management
Other Financial Services
Personal Finance
Platform
Portfolio Management
Registered Investment Advisor
Robo Advisor
Technology
Wealth Management
Senior
Personal Capital

Senior Manager Client Services

California, USA; Metro Manila, Philippines; Manila, Philippines; Taguig, Metro Manila, Philippines
2 months
401k
Analytics
Banking
Finance
Finance
Financial Advice
Financial Data
Financial Management
Financial Planning
Financial Services
Financial Software
Fintech
Investment Management
Other Financial Services
Personal Finance
Platform
Portfolio Management
Registered Investment Advisor
Robo Advisor
Technology
Wealth Management
Senior
Personal Capital

Senior Segment Manager Advisor Services

United States; Remote

USD 96,100-135,700 / year

2 months
401k
Analytics
Banking
Finance
Finance
Financial Advice
Financial Data
Financial Management
Financial Planning
Financial Services
Financial Software
Fintech
Investment Management
Other Financial Services
Personal Finance
Platform
Portfolio Management
Registered Investment Advisor
Robo Advisor
Technology
Wealth Management
Senior
Personal Capital

Senior Analyst Business Systems

Bengaluru, Karnataka, India
3 months
401k
Analytics
Banking
Finance
Finance
Financial Advice
Financial Data
Financial Management
Financial Planning
Financial Services
Financial Software
Fintech
Investment Management
Other Financial Services
Personal Finance
Platform
Portfolio Management
Registered Investment Advisor
Robo Advisor
Technology
Wealth Management
Mid-Senior Level
Optimizely

Senior Customer Success Manager

Austin, TX, USA; United Kingdom; London, UK; Manchester, UK
6+ months
Internet Services
Senior